See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,204 | $74,927-34.3% | $101,794-51.7% | $84,808-42.0% |
| Participation rate | 95.0% | 61.4%+33.6pp | 69.2%+25.8pp | 68.3%+26.7pp |
| Annual return | 20.53% | 18.70%+1.8pp | 30.53%-10.0pp | 40.90%-20.4pp |
| Employer contribution / active EE | $3,796 | $1,522+149.5% | $2,289+65.9% | $2,631+44.3% |
| Participant deferral / active EE | $5,024 | $3,099+62.1% | $4,084+23.0% | $4,212+19.3% |
| Admin fee / account holder | $1,584 | $6,514-75.7% | $8,777-82.0% | $7,344-78.4% |